How do I end a recurring commitment?

Overview

There are several ways to end a recurring commitment, either through donor self-service options or manual intervention by staff members. 

Step 1: Allow donors to set end dates at creation (optional) 

1. When creating Online Actions forms, you can include an option for donors to set an end date 

2. This is particularly useful for time-limited campaigns 

3. Configure your custom contribution form to display the end date option 

Step 2: Enable self-service cancellation 

1. Create a customized self-service page that allows donors to end their commitments themselves 

2. Share this page link on your confirmation page for Online Actions custom contribution forms 

3. Include the link in confirmation emails 

4. This gives donors control over their giving commitments 

Step 3: Manually end a commitment 

If you need to end a commitment on behalf of a donor: 

1. Open the commitment from the contact record 

2. Navigate to the bottom of the details page 

3. Click the "End Commitment" button 

4. A modal will appear asking for a cancellation reason 

5. Select the appropriate reason (or add a custom one) 

6. Confirm the cancellation 

Step 4: Understand the permanence of cancellation 

1. Be aware that canceling a recurring contribution is permanent 

2. If a donor wants to restart their recurring contribution: 

   1. You must manually re-add it with their payment information, or 

   2. The donor will need to resubmit their information through an online custom contribution form 

What else do you need help with? 

• Understanding Recurring Commitment Changes 
• How do I create custom cancellation reasons? 
• How do I track changes to recurring commitments? 
• How do I customize self-service pages?